Quant Focused Fund vs Tata Focused Equity Fund compare

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Tata Focused Fund-Regular Plan-Growth

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Quant Focused Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Fund	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹1881 Cr	₹1064 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	05 Dec 2019	29 Aug 2008
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	32.33%	%
Expense Ratio	2.04	2.18
Manager	Kapil Malhotra	Sanjeev Sharma
ISIN Code	INF277K010Y2	INF966L01374
Exits Load	Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
1 Month	0.51%	0.81%
6 Month	2.65%	0.03%
1 Year	2.37%	3.26%
3 Year	15.66%	14.39%
5 Year	15.98%	16.65%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
6 Month	2.8%	1.97%
1 Year	13.01%	9.28%
3 Year	11.99%	9.56%
5 Year	13.36%	12.46%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
1 Year	16.72%	13.51%
3 Year	18.24%	16.77%
5 Year	19.91%	16.23%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Standard Deviation	12.55%	14.85%
Sharp	0.67%	0.52%
Beta	0.9%	1.08%
Alpha	-0.69%	-2.82%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Name	Kapil Malhotra	Sanjeev Sharma
Total AUM	₹18472 Cr	₹39731 Cr
Funds Managed	7	22
	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Others	5.77	30.51
Large Cap	73.32	61.9
Small Cap	9.81	7.62
Mid Cap	11.1	-

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Others	5.77	30.51
Petroleum Products	4.63	-
IT - Software	11.3	2.93
Construction	5.18	7.14
Diversified FMCG	1.84	-
Banks	22.13	11.65
Pharmaceuticals & Biotechnology	6.47	3.59
Healthcare Services	6.5	-
Cement & Cement Products	6.64	-
Automobiles	1.56	3.99
Insurance	3.41	-
Finance	2.07	8.97
Realty	2.86	6.99
Commercial Services & Supplies	1.53	-
Power	5.46	15.35
Transport Infrastructure	4.11	-
Textiles & Apparels	2.81	-
Auto Components	3.49	-
Leisure Services	2.24	-
Metals & Minerals Trading	-	8.91